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《大行报告》大摩引述舜宇(02382.HK)指手机镜头及镜头模组产品均价齐见改善
阿思达克 11-20 15:17

摩根士丹利发表报告,该行举行亚太区投资者会议,该行引述舜宇光学(02382.HK)管理层指维持今年销售指引,即手机头出货按年升30%、手机镜头模组按年升20至25%、车载镜头今年出货按年上升25%,并指手机镜头及镜头模组产品综合均价均见改善。

就毛利率方面,该行引述舜宇光学管理层指尽管公司要面对包括外汇、贸易战压力等不确定因素,但料旗下手机镜头模组毛利率短期改善至介乎8至10%,手机镜头业务毛利率可维持45%,车载镜头毛利率处40%。

舜宇管理层指,公司已成南韩客户最大供应商之一,未来仍有机会将提升南韩客户的市场份额,并同时指短期内无意与苹果公司展开合作,公司短期目标是与目前客户紧密合作,及提升相关市场份额。而大摩予舜宇「减持」投资评级及目标价98元。

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